LPL Financial · 2 weeks ago
Service Manager - Masters Pod
Tempe
Full-time
Hybrid
Mid, Senior Level
$67K/yr - $111K/yr
6+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. As a Premium Service Manager, you will lead a team of Financial Service Professionals to deliver exceptional client experiences and enhance advisor relationships.
FinanceFinancial Services
Responsibilities
Directly lead and coach a team of ~10–15 FSPs, setting clear performance and career development goals
Foster a culture of personalized service, emphasizing rapport-building, business awareness, and authentic advisor engagement
Provide real-time coaching focused on proactive service behaviors, including anticipating advisor needs, offering strategic next steps, and referencing prior interactions
Partner with premium offices and Client Experience leadership teams to understand service trends, identify opportunities for improvement, and communicate performance insights
Use performance data and call quality metrics to identify coaching opportunities and drive continuous improvement
Collaborate with Case Management and Client Experience teams to support service escalations, with a focus on resolution and relationship preservation (varies by premium model)
Share best practices across pods and advocate for resources that enhance the premium experience
Manage administrative responsibilities including timecard approvals, attendance, and performance documentation
Participate in hiring and onboarding of new team members, ensuring alignment with premium service expectations
Qualification
Required
Bachelor's Degree or 6+ years of experience in financial services
2 years experience as a team lead or manager
SIE required
Series 7 required
Exceptional coaching and employee development skills
Strong relationship-building and interpersonal communication
Ability to drive proactive service behaviors and personalized experiences
Analytical mindset with ability to interpret performance data
Agile and adaptable in a hybrid work environment
Strategic Thinking: Demonstrates situational awareness and the ability to connect team-level performance trends to broader service goals
Preferred
Experience in premium or relationship-based service models
Financial services or FinTech background
Professional coaching certifications
Experience managing hybrid teams (remote and in-office)
Familiarity with call center metrics and performance tools
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase